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CoreWeave Inc. (NASDAQ:CRWV) raised prices across its artificial intelligence computing offerings in July and is passing along rising hardware costs to customers, as demand continues to accelerate. A Quarter of Pricing Power CFO Nitin Agrawal told analysts on Tuesday’s earnings call that the increase was “an approximately 25% increase across SKUs in response to the current demand environment.” He added that CoreWeave is separately passing through rising component costs to customers, including pr

Sea stock has more than tripled over the past three years, yet the current valuation picture is mixed as a Discounted Cash Flow (DCF) estimate points to meaningful upside while market multiples lean expensive and the broader checks are cautious. Sea has returned 224.1% over the last three years, which puts extra focus on whether the current price still offers a margin of safety for new money. Recent strength across e commerce and digital financial services can support expectations for future...

Nutrien’s mixed quarter and updated outlook Nutrien (TSX:NTR) reported second quarter sales that were higher than expected, supported by stronger potash prices even as volumes declined and some input costs increased, while adjusted earnings per share came in below analyst expectations. See our latest analysis for Nutrien. The share price of Nutrien has moved to CA$93.60, with a 1-day share price return of 1.32% and a year to date share price return of 7.85%. The 1-year total shareholder...

Stocks trading in the $1-10 range are generally smaller players with less risk than their penny stock counterparts. But that doesn’t mean the underlying businesses are cheap, and we advise caution as many have questionable fundamentals.

Asian stocks rose and US equity-index futures advanced as CoreWeave reported stronger-than-expected sales growth and Super Micro's revenue forecast topped estimates. Bloomberg's Neil Campling reports.

(Bloomberg) -- Norway’s sovereign wealth fund, the world’s largest, reported its best quarterly return in six years, helped by gains from its large holdings in global technology companies.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Air India Pilot Tests Posi

The George Washington University recently sold its Virginia campus to Amazon, and The University of Michigan proposed a new $1.2 billion data center development.

CAVA Group’s second-quarter sales rose 31.3%, while James Chanos critiqued the same-store sales outlook.

Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses essential financial services. But uncertainty about fiscal and monetary policy has tempered enthusiasm, limiting the industry’s gains to 7.5% over the past six months. This return lagged the S&P 500’s 11% climb.

The Taiwanese company reported another strong quarter as it boosted production of servers and other tech hardware for the global artificial-intelligence build-out.

AMD expects Helios to generate billions of dollars in its first full quarter and its AI business to more than double in 2027.

Taiwanese tech hardware titan Foxconn reported on Wednesday a forecast-busting second quarter net profit, as exploding demand for artificial intelligence servers needed in data centres powered the company's growth.This has turbocharged business for Foxconn, which makes the servers used in the data centres. tpj/amj/fox

Over the past six months, onsemi has been a great trade, beating the S&P 500 by 9.6%. Its stock price has climbed to $81.31, representing a healthy 20.7% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

DTC revenue surged 9% while streaming subscribers hit 81.6 million.

Strong data center and automation demand offset residential HVAC weakness.

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.

(Bloomberg) -- Hon Hai Precision Industry Co. reported a better-than-expected increase in quarterly profit, signaling robust global demand for AI hardware.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Air India Pilot Tests Positive for Drugs After Mid-Air Drop

Taiwan's Foxconn, the world's largest contract electronics maker, reported on Wednesday a 35% ‌rise in second-quarter profit, beating analyst forecasts, on ‌continued strong demand for AI, which it predicted would drive growth this ​year. Net profit for the April to June period for Nvidia's biggest server maker and Apple's top iPhone assembler was T$59.97 billion ($1.86 billion), versus an LSEG consensus estimate of T$58.8 ‌billion and compared with ⁠T$44.4 billion a year earlier. Foxconn, formally ​called Hon Hai Precision Industry, ‌in July reported a 40% year-on-year jump in second-quarter revenue.

The proposed investment is another bullish signal for semiconductors, suggesting investors see further upside in chip stocks.

Burger King surpassed Wendy’s in burger sales, raising new questions for net lease investors evaluating quick-service restaurant assets.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

ICF International (NasdaqGS: ICFI) secured a new US$35 million contract with Entergy Louisiana, LLC to lead the utility's energy efficiency portfolio. The long term agreement covers a comprehensive set of programs focused on grid reliability and customer cost savings. The contract reinforces ICF International's role in large scale energy efficiency and utility program delivery. This kind of long term power grid work points to a broader theme in energy infrastructure that is worth exploring...

The latest analyst update on AbCellera Biologics reflects a higher Fair Value estimate of US$14.63 compared with the prior figure of US$10.43. This shift aligns with more constructive Street research that follows recent clinical data and new partnership agreements. These developments have prompted several firms to revisit their rating and price target work on the stock. Read on to see how these changing assumptions fit into the broader narrative and how you can track the story from...

Coca-Cola (NYSE:KO) has appointed Luca Santandrea as the new General Director for Poland and the Baltic markets. Santandrea brings nearly 20 years of international experience within Coca-Cola across emerging and developed markets. The leadership change focuses on Coca-Cola's operations and brand positioning in Poland and the wider Baltic region. This kind of leadership move highlights how global consumer companies rethink regional strategy and can prompt a closer look at other quality...

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Earlier this month, Northrop Grumman announced two multi-year framework agreements totaling over US$3.00 billion to accelerate production of PAC-3 MSE solid rocket motors and THAAD components, alongside unveiling its new Raid Hunter 50mm gun-based air defense system for countering cruise missiles and drone swarms. These deals and the Raid Hunter launch underscore how Northrop Grumman is deepening its role in integrated air and missile defense by pairing large-scale munitions manufacturing...

(Bloomberg) -- Activist investor Elliott Investment Management LP has urged Australia’s biggest gold miner Northern Star Resources Ltd. to overhaul its board, and named six nominees it said would restore market confidence in the company. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesApple’s Glass-Centric 20th-Anniversary iPhone R

Semiconductors are the silicon backbone of the digital revolution. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 50.2% and beaten the S&P 500 by 39.1 percentage points.

Older models struggled, with ES6 deliveries falling 28% and several sedans recording minimal sales.

Restaurant Brands International (NYSE:QSR) is back in focus after its latest quarterly update highlighted earnings that met or beat expectations, with Burger King momentum tied to menu changes and extensive restaurant remodeling efforts. See our latest analysis for Restaurant Brands International. The latest earnings update and capital returns have arrived after a period where Restaurant Brands International’s share price return has cooled in the short term, with the stock down over the past...